CB Insights adds Sheets / Excel Add-ins, Screeners, Acquisitions, Newsletters, and AI coverage that Trackinsight skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Tuesday, October 28, 2025
Tool Comparison
CB Insights vs Trackinsight comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Trackinsight includes ETF Screeners, ETF Overview, ETF Performance, ETF Holdings, ETF Comparison, ETF Fundamentals, ETF Factors, Portfolio, and Blogs categories that CB Insights omits.
Trackinsight keeps a free entry point that CB Insights lacks.
CB Insights ships a mobile app. Trackinsight is web/desktop only.
In depth comparison
CB Insights
cbinsights.com
An enterprise-grade market intelligence platform covering both private and public companies. CB Insights combines company profiles, deal tracking, and predictive scoring with AI-powered search and visual analytics. APIs and enterprise integrations (Salesforce, Excel, Snowflake, Microsoft 365 Copilot) are available on paid plans. A 10-day free trial is offered for new users.
Platforms
WebMobileAPI
Pricing
Subscription
Quick highlights
- Global company intelligence platform covering private and public companies, investors, deals, and M&A activity.
- APIs and enterprise data feeds providing structured access to company, funding, and investor datasets.
- Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.
- Salesforce integration to embed company and investor insights into CRM workflows.
- Microsoft 365 Copilot Graph Connector to surface CB Insights data directly inside Copilot experiences.
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Trackinsight
trackinsight.com
Global ETF research platform with a 12k+ ETF database and daily updates. Core workflows: screen by theme/ESG/exposure/benchmark; compare up to 5 ETFs side‑by‑side (Excel export); manage sharable ‘Lists’; and (Premium) Portfolio Insights with advanced analytics & Excel export. Data/API options include an enterprise ‘Data Services’ offering and Nasdaq Data Link databases (REST/CSV/JSON). Identifiers shown on fund pages include ISIN and CUSIP. Trackinsight became majority‑owned by Kepler Cheuvreux in Sep 2024.
Categories
Platforms
WebAPI
Pricing
FreeSubscription
Quick highlights
- Global ETF Screener: filter by theme, sustainability (ESG), exposure and benchmark; database spans 12,000+ global ETFs.
- Compare ETFs: side‑by‑side comparisons (up to 5) with **Export to Excel** from the compare pages.
- Lists (watchlists): create, share publicly, and **export to Excel**; plan limits vary by tier.
- Portfolio Insights (Premium): portfolio analytics across more fund data, customization, and **Excel export**.
- ESG Observatory & education: ESG pages and editorial explain ratings and enable ESG‑specific filters.
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Where they differ
CB Insights
Distinct strengths include:
- Global company intelligence platform covering private and public companies, investors, deals, and M&A activity.
- APIs and enterprise data feeds providing structured access to company, funding, and investor datasets.
- Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.
- Salesforce integration to embed company and investor insights into CRM workflows.
Trackinsight
Distinct strengths include:
ETF ScreenersETF OverviewETF PerformanceETF HoldingsETF ComparisonETF FundamentalsETF FactorsPortfolio
- Global ETF Screener: filter by theme, sustainability (ESG), exposure and benchmark; database spans 12,000+ global ETFs.
- Compare ETFs: side‑by‑side comparisons (up to 5) with **Export to Excel** from the compare pages.
- Lists (watchlists): create, share publicly, and **export to Excel**; plan limits vary by tier.
- Portfolio Insights (Premium): portfolio analytics across more fund data, customization, and **Excel export**.
Feature-by-feature breakdown
| Attribute | CB Insights | Trackinsight |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data APIs, Data Visualizations Unique: Sheets / Excel Add-ins, Screeners, Acquisitions, Newsletters, AI | Shared: Data APIs, Data Visualizations Unique: ETF Screeners, ETF Overview, ETF Performance, ETF Holdings, ETF Comparison, ETF Fundamentals, ETF Factors, Portfolio, Blogs |
Asset types Supported asset classes and universes | Stocks, Other | ETFs |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile, API | Web, API |
Pricing High-level pricing models | Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do CB Insights and Trackinsight both support?
Both platforms cover Data APIs, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Trackinsight offers a free entry point, while CB Insights requires a paid subscription. Review the pricing table to see how the paid tiers compare.
Which tool has mobile access?
CB Insights ships a dedicated mobile experience, while Trackinsight focuses on web or desktop access.
What unique strengths set the two platforms apart?
CB Insights differentiates itself with Global company intelligence platform covering private and public companies, investors, deals, and M&A activity., APIs and enterprise data feeds providing structured access to company, funding, and investor datasets., and Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets., whereas Trackinsight stands out for Global ETF Screener: filter by theme, sustainability (ESG), exposure and benchmark; database spans 12,000+ global ETFs., Compare ETFs: side‑by‑side comparisons (up to 5) with **Export to Excel** from the compare pages., and Lists (watchlists): create, share publicly, and **export to Excel**; plan limits vary by tier..
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.